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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (76454)	1/24/2000 9:52:00 PM
From: rudedog	Respond to of 97611

El - The guy I spoke with is staying in Houston and the events are on the CPQ campus so I assume Austin was a freudian slip... looks like his story squares with what's been announced. He is not a "big time" analyst... he said he thinks there may be 50 or more in attendance by Thursday. He thinks that the briefings will include technology demos and interviews with mid-level CPQ executives in addition to the usual financial dog and pony, so that the analyst community can gage for themselves whether the rank and file at CPQ sees the same story as the top brass. He also said the broad invite list was designed to avoid any trace of favoritism in the disclosures. This is sure a different story than the old management team would have told... who knows what some engineering manager might say. Anybody read Dilbert???

To: Elwood P. Dowd who wrote (76454)	1/24/2000 11:22:00 PM
From: Jimbo Cobb	Respond to of 97611

From Fleckenstein's column... siliconinvestor.com New-era analysis... I'm indebted to Dennis Gartman for the following: He picked up on Bloomberg the story of a brokerage firm, which shall remain nameless, that had the following to say: "We are raising our 12-month target on NTAP shares to $150 a share, or 64 times trailing revenues. We cannot, of course, support this target on any traditional valuation metric, but if one starts with the premise that current technology valuations are justifiable, then it's not hard to argue for another doubling in NTAP's shares." Dennis had the following take on the story: "So, modern-day 'new paradigm' equity analysis has come to this: Let's pick a number; double it and that's our target, which can't be justified 'under any traditional metric.' But what the heck...let's go with it. And while we're at it, let's double it again just to be safe!" That just about sums up what the dead fish/cheerleaders do these days.